Model Wealth Manager


Overall winner

Products and Platforms

Morgan Stanley

Portfolio Risk Platform

Emerging Technology

Merrill Lynch

Client Engagement Workstation (CEW)

Client Experience

BNY Mellon, Pershing

NetXInvestor Site Builder


Overall winner

Product and Platforms

Fidelity Investments

Integration Xchange

Emerging Technology

St. James Place

New Business Innovation

Client Experience

Credit Suisse

Portfolio Opportunity Finder

Model Asset Manager - Distribution


PIMCO Client Portal and Portfolio Analysis Tools


Overall winner


BNY Mellon’s Pershing

Investor Biometric Payment Acknowledgment

Client Experience

Deutsche Bank Spain

New Investment Report Experience

Product and Platforms

Fidelity Investments

Fidelity Automated Managed Platform (AMP)

Mode Asset Manager - Innovation Risk



Mode Asset Manager - Distribution

Legg Mason

Sales and Marketing Analytics on a Cloud-Based integrated Enterprise Data Hub

Mode Asset Manager - Core Transformation

ODDO BHF Asset Management

OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale


Overall winner

Client Experience

Charles Schwab

Schwab Intelligent Advisory™

Products and Platforms

Citizens Investment Services®, a division of Citizens Bank Wealth Management

SpeciFi from Citizens Investment ServicesSM

Emerging Innovation

UBS Group AG

Digital Wealth Passport

Model Asset Manager - Operations and Risk

Brandes Investment Partners, L.P.

Creating Content through Technology Transformation

Model Asset Manager - Core Transformation

ProShare Advisors

Investment Book of Record System (“IBOR”) Implementation

Model Asset Manager - Emerging Innovation

Deutsche Asset Management

Deutsche Bauhaus – Deutsche Asset Management Platform with a unique design language, for a compelling customer experience

Have a question?

Try speaking to one of our experts.

Contact us

Sign up for industry updates

Stay up to date on Celent's latest features and releases.

Sign up